SMSF Statistics

The updated and improved charts are now only available at our Members Lounge.

Join today using the sign-up form below. There are no minimum monthly limits, i.e. you can jump in and out (on a monthly basis)as and when you may need the data.

Net assets at end of quarter (Tables 1a–5a, line 45) by fund type. $bn. Source: APRA Quarterly Superannuation Performance Statistics, Mar 2026.

Rolling 12-month sum of net benefit transfers (Tables 1a–5a, line 21) by fund type. Positive = net inflows. $m. Source: APRA Quarterly Superannuation Performance Statistics, Mar 2026.

Rolling 12-month sum of net rollovers to/from SMSFs (Tables 1a–5a, line 22) by fund type. Negative = net outflow from APRA fund to SMSF sector. $m. Source: APRA Quarterly Superannuation Performance Statistics, Mar 2026.

What is the cost of joining the Members Lounge?
$39 for the first month, then $95 per month after that OR pay $950 for the whole year upfront
What are the benefits of joining the Members Lounge?
Access to dashboards and databases to stay up-to-date on the financial adviser market. Website links at the AFSL level and Weekly blog posts on important changes and new AFSLs.
How do I access the Members Lounge?
Access is via the Log In Page - See Dashboard Menu
What kind of content is available in the Members Lounge?
Up-to-date info on financial adviser movement every week. Interactive dashboards and searchable databases (search by AFSL or financial adviser)
Is there a free trial available for the Members Lounge?
No, but the first month is now only $39.00
How do I cancel my membership?
Cancel anytime through your account, but you'll still have to pay for the full month/year. You can always rejoin later.
What is the cost of joining the Wealth Data AFSL Blue Book?
This may vary depending upon your needs. It is only a yearly fee and spreadsheets can be provided
Why join the Wealth Data AFSL Blue Book?
We provide most contact details at the AFSL level and it is ideal for firms who need to keep in touch with the ever-growing market of self-licensed firms. You also get all the benefits of the Members Lounge.
 
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First Month Now Only $39.00 Selecting 'YEARLY' cost is only $950